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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Warren Buffett
Berkshire Hathaway
27.55%
1-Year Est. Return
Bill Ackman
Pershing Square Capital Management
2.08%
1-Year Est. Return
Philippe Laffont
Coatue Management
94.27%
1-Year Est. Return
Ray Dalio
Bridgewater Associates
40.93%
1-Year Est. Return
Ken Griffin
Citadel Advisors
40.89%
1-Year Est. Return
Ken Fisher
Fisher Asset Management
34.66%
1-Year Est. Return
Jim Simons
Renaissance Technologies
54.88%
1-Year Est. Return
David Tepper
Appaloosa LP
104.51%
1-Year Est. Return
Stanley Druckenmiller
Duquesne Family Office
87.01%
1-Year Est. Return
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % | Quarter Est. Return | 3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Time Held (Qtrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
AI
2876
AdvisorShares Investments
Bethesda,
Maryland
| $828M | +$279M | +51% | 15.3% | 110% | 333 | 35.14% | 5.8 |
|
| 2877 |
BCM
2877
Benchstone Capital Management
New York
| $828M | -$31.7M | -4% | 33.2% | – | 54 | 61.11% | 1.4 |
|
| 2878 |
AI
2878
Arvest Investments
Lowell,
Arkansas
| $827M | +$93.3M | +13% | 11.4% | – | 228 | 16.67% | 6.1 |
|
| 2879 |
CIG
2879
Cullen Investment Group
Lafayette,
Louisiana
| $827M | +$69M | +9% | 13.6% | 102% | 188 | 8.51% | 8.5 |
|
| 2880 |
CCMINC
2880
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| $826M | +$50.7M | +7% | 11.1% | 77.6% | 142 | 7.04% | 35.1 |
|
| 2881 |
MWP
2881
Meridian Wealth Partners
Exton,
Pennsylvania
| $826M | +$97.5M | +13% | 13.2% | 54.2% | 132 | 15.91% | 13.9 |
|
| 2882 |
PCM
2882
Parsifal Capital Management
Greenwich,
Connecticut
| $826M | -$23.4M | -3% | 29.3% | 154% | 20 | 35% | 5 |
|
| 2883 |
SWIG
2883
Strategic Wealth Investment Group
Louisville,
Kentucky
| $825M | +$36.7M | +5% | 6.64% | – | 109 | 18.35% | 9.2 |
|
| 2884 |
JGUA
2884
John G. Ullman & Associates
Corning,
New York
| $824M | +$70.1M | +9% | 26.3% | 156% | 191 | 14.14% | 19.5 |
|
| 2885 |
RP
2885
Rice Partnership
Honolulu,
Hawaii
| $824M | +$92.1M | +13% | 22.6% | 123% | 190 | 16.32% | 15 |
|
| 2886 |
WRPWM
2886
Werba Rubin Papier Wealth Management
San Jose,
California
| $824M | +$105M | +15% | 13% | 67% | 326 | 19.94% | 5.7 |
|
| 2887 |
IA
2887
Intellus Advisors
Naples,
Florida
| $823M | +$91.7M | +13% | 17.9% | – | 139 | 13.67% | 4.8 |
|
| 2888 |
MGAM
2888
McGowan Group Asset Management
Dallas,
Texas
| $823M | +$37.8M | +5% | 14.2% | 69.8% | 168 | 16.67% | 12.8 |
|
| 2889 |
HVIA
2889
Hudson Valley Investment Advisors
Goshen,
New York
| $823M | +$51.5M | +7% | 16.8% | 94.6% | 152 | 10.53% | 28.7 |
|
| 2890 |
LS
2890
Leelyn Smith
Geneva,
Illinois
| $822M | +$109M | +15% | 20.7% | 77.3% | 165 | 11.52% | 14.1 |
|
| 2891 |
SCM
2891
Sirios Capital Management
Boston,
Massachusetts
| $822M | -$2.51M | -0.3% | 22.5% | 177% | 95 | 24.21% | 6.2 |
|
| 2892 |
SCP
2892
Sivia Capital Partners
Mill Valley,
California
| $822M | +$306M | +59% | 25.9% | – | 608 | 36.35% | 3.6 |
|
| 2893 |
GSWM
2893
Greenup Street Wealth Management
Ann Arbor,
Michigan
| $822M | +$111M | +16% | 15.8% | 65.6% | 153 | 24.84% | 7.1 |
|
| 2894 |
AC
2894
Avenir Corporation
Alexandria,
Virginia
| $821M | +$238K | +0% | 4.1% | 34.4% | 82 | 15.85% | 24 |
|
| 2895 |
LFA
2895
Legacy Financial Advisors
Covington,
Kentucky
| $820M | +$105M | +15% | 19% | 86.3% | 453 | 14.79% | 10.5 |
|
| 2896 |
CA
2896
Capital Advantage
Walnut Creek,
California
| $820M | +$54.7M | +7% | 11.4% | 44.4% | 161 | 16.77% | 10.6 |
|
| 2897 |
FA
2897
Faithward Advisors
Lancaster,
Pennsylvania
| $819M | +$119M | +17% | 20.1% | 119% | 354 | 30.51% | 7.3 |
|
| 2898 |
CCM
2898
Canal Capital Management
Richmond,
Virginia
| $819M | +$79.9M | +11% | 13.2% | 67.8% | 243 | 24.28% | 14.9 |
|
| 2899 |
LSIA
2899
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| $818M | +$108M | +15% | 12.6% | 61.9% | 454 | 14.98% | 5.9 |
|
| 2900 |
DA
2900
Dillon & Associates
Jackson,
Michigan
| $817M | +$90.8M | +13% | 16.1% | 98.2% | 81 | 8.64% | 31.7 |
|